HRT Financial’s John Wiley & Sons Class A WLY Stock Holding History

HRT Financial’s Portfolio WLY Stock Details WLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.91M	Buy	155,140 +62,651	+68%	+$2.03M	0.01%	900
2025 Q4	$2.83M	Sell	92,489 -18,609	-17%	-$655K	0.01%	1082
2025 Q3	$4.5M	Buy	111,098 +74,966	+207%	+$3.03M	0.02%	719
2025 Q2	$1.61M	Sell	36,132 -31,952	-47%	-$1.35M	0.01%	1023
2025 Q1	$3.03M	Buy	+68,084	New	+$2.88M	0.02%	635
2024 Q4	–	Sell	-24,657	Closed	-$1.19M	–	3348
2024 Q3	$1.19M	Buy	+24,657	New	+$1.13M	0.01%	1146
2024 Q1	–	Sell	-26,362	Closed	-$836K	–	3186
2023 Q4	$836K	Sell	26,362 -89,361	-77%	-$2.79M	0.01%	1080
2023 Q3	$4.3M	Buy	115,723 +90,728	+363%	+$3.22M	0.04%	345
2023 Q2	$850K	Buy	+24,995	New	+$911K	0.01%	1038
2022 Q3	–	Sell	-63,831	Closed	-$3.05M	–	3584
2022 Q2	$3.05M	Buy	+63,831	New	+$3.26M	0.03%	414
2022 Q1	–	Sell	-63,067	Closed	-$3.61M	–	3963
2021 Q4	$3.61M	Buy	+63,067	New	+$3.41M	0.02%	395
2021 Q3	–	Sell	-12,126	Closed	-$729K	–	3821
2021 Q2	$729K	Sell	12,126 -127,224	-91%	-$7.57M	0.01%	1447
2021 Q1	$7.55M	Buy	+139,350	New	+$7.09M	0.08%	186
2020 Q1	–	Sell	-14,746	Closed	-$715K	–	1415
2019 Q4	$715K	Buy	+14,746	New	+$686K	0.03%	433

Other funds holding WLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

HRT Financial's WLY Position: Q1 2026 in Review

HRT Financial increased its John Wiley & Sons Class A (WLY) stake by 68% in Q1 2026, buying an estimated $2.03M and bringing the position to 155,140 shares worth $5.91M. The position accounts for 0.01% of the portfolio, ranked #900.

HRT Financial first reported a position in WLY in Q4 2019 and has held it in 14 quarters since. The position peaked at $7.55M in Q1 2021. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2026.

HRT Financial held 155,140 shares of John Wiley & Sons Class A worth $5.91M as of Q1 2026.
HRT Financial bought 62,651 John Wiley & Sons Class A shares in Q1 2026, an estimated $2.03M.
John Wiley & Sons Class A made up 0.01% of HRT Financial's portfolio in Q1 2026, its #900 holding.
HRT Financial first reported a position in John Wiley & Sons Class A in Q4 2019 and has held it in 14 quarters since.
HRT Financial's John Wiley & Sons Class A position peaked at $7.55M in Q1 2021.
248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.